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Vanguard S&P Mid-Cap 400 Growth ETF (IVOG) Institutional Ownership

Vanguard S&P Mid-Cap 400 Growth ETF logo
$98.41 +0.56 (+0.57%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Vanguard S&P Mid-Cap 400 Growth ETF (NYSEARCA:IVOG)

Number of
Institutional Buyers
(last 12 months)
78
Total
Institutional Inflows
(last 12 months)
$102.94M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$6.37M
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IVOG Institutional Buying and Selling by Quarter

Vanguard S&P Mid-Cap 400 Growth ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/18/2025Financial Freedom LLC2,915$301K0.2%-50.6%0.029%
4/16/2025 Wealth Enhancement Advisory Services LLC4,742$489K0.0%+9.0%0.048%
4/15/2025 Balanced Wealth Group LLC2,283$236K0.1%N/A0.023%
4/15/2025 Sagace Wealth Management LLC7,995$825K0.6%+4.7%0.081%
4/14/2025 Octavia Wealth Advisors LLC161,713$16.68M2.0%+10.7%1.630%
4/14/2025 Farther Finance Advisors LLC663$69K0.0%+38.4%0.007%
4/10/2025 Rialto Wealth Management LLC3,838$396K0.1%-15.1%0.037%
4/9/2025 Merit Financial Group LLC5,816$600K0.0%-6.1%0.057%
3/17/2025 Wealth Enhancement Advisory Services LLC4,349$490K0.0%+95.3%0.043%
3/12/2025Centaurus Financial Inc.8,030$905K0.1%N/A0.080%
2/24/2025Ameriflex Group Inc.620$73K0.0%N/A0.006%
2/17/2025Waverly Advisors LLC2,190$247K0.0%N/A0.024%
2/17/2025Focus Partners Wealth1,910$215K0.0%N/A0.021%
2/17/2025Cetera Investment Advisers57,430$6.47M0.0%+264.6%0.632%
2/17/2025Captrust Financial Advisors3,491$393K0.0%+3.9%0.038%
2/17/2025Cary Street Partners Financial LLC53,432$6.02M0.2%N/A0.588%
2/17/2025Baird Financial Group Inc.62,186$7.01M0.0%-0.3%0.685%
2/17/2025Bank of America Corp DE72,531$8.17M0.0%+5.0%0.799%
2/17/2025Ameriprise Financial Inc.80,441$9.09M0.0%+10.6%0.886%
2/14/2025Mercer Global Advisors Inc. ADV6,819$768K0.0%+38.9%0.075%
2/14/2025Jane Street Group LLC8,984$1.01M0.0%N/A0.099%
2/14/2025Lido Advisors LLC2,104$237K0.0%N/A0.023%
2/14/2025Mendel Capital Management LLC19,808$2.23M1.4%+3.6%0.218%
2/14/2025Susquehanna International Group LLP25,713$2.90M0.0%+2.0%0.283%
2/14/2025Stifel Financial Corp30,720$3.46M0.0%+19.3%0.338%
2/13/2025Mariner LLC684,225$77.11M0.1%-0.6%7.536%
2/13/2025SageView Advisory Group LLC25,815$2.91M0.1%N/A0.284%
2/13/2025Raymond James Financial Inc.197,894$22.30M0.0%N/A2.179%
2/13/2025Envestnet Asset Management Inc.17,536$1.98M0.0%+12.6%0.193%
2/13/2025Wells Fargo & Company MN111,727$12.59M0.0%+3.0%1.230%
2/12/2025RWA Wealth Partners LLC41,567$4.68M0.1%-1.5%0.458%
2/12/2025Blair William & Co. IL15,959$1.80M0.0%+0.6%0.176%
2/12/2025Howe & Rusling Inc.1,086$122K0.0%N/A0.012%
2/12/2025JPMorgan Chase & Co.36,131$4.07M0.0%+2.3%0.398%
2/11/2025LPL Financial LLC174,669$19.68M0.0%+0.8%1.924%
2/11/2025Virtu Financial LLC10,095$1.14M0.1%N/A0.111%
2/10/2025Thrivent Financial for Lutherans17,690$1.99M0.0%-1.8%0.195%
2/10/2025Harbour Investments Inc.32,798$3.70M0.1%+6.1%0.361%
2/10/2025Corient Private Wealth LLC1,953$220K0.0%-18.4%0.022%
2/10/2025Commonwealth Equity Services LLC17,472$1.97M0.0%+135.1%0.192%
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2/7/2025PFG Advisors6,957$784K0.0%-1.4%0.077%
2/7/2025HighTower Advisors LLC16,229$1.83M0.0%-22.1%0.179%
2/7/2025 Rialto Wealth Management LLC4,523$510K0.2%N/A0.050%
2/6/2025Raymond James Financial Inc.197,894$22.30M0.0%N/A2.179%
2/6/2025Keybank National Association OH28,547$3.22M0.0%-21.5%0.314%
2/6/2025Meridian Wealth Management LLC4,442$501K0.0%-20.2%0.049%
2/6/2025Jones Financial Companies Lllp961$108K0.0%+14.1%0.011%
2/5/2025Oppenheimer & Co. Inc.7,531$849K0.0%+4.9%0.083%
2/4/2025Marshall Investment Management LLC232$27K0.0%N/A0.003%
1/31/2025Global Retirement Partners LLC1,728$195K0.0%-14.8%0.019%
1/30/2025Allworth Financial LP33,107$3.96M0.0%+275,791.7%0.365%
1/30/2025Montag A & Associates Inc.12,875$1.45M0.1%+13.6%0.142%
1/30/2025Sunburst Financial Group LLC2,223$250K0.1%-32.3%0.024%
1/29/2025FSR Wealth Management Ltd.2,173$245K0.3%N/A0.024%
1/29/2025Savant Capital LLC26,742$3.01M0.0%-2.0%0.295%
1/28/2025LJI Wealth Management LLC97,346$10.97M2.2%+1.8%1.072%
1/28/2025Realta Investment Advisors700$80K0.0%+250.0%0.008%
1/28/2025American Financial & Tax Strategies Inc.5,268$594K0.3%-2.4%0.058%
1/27/2025Consolidated Portfolio Review Corp2,991$337K0.1%N/A0.033%
1/24/2025Round Rock Advisors LLC6,476$730K0.1%-10.7%0.071%
1/23/2025Stordahl Capital Management Inc.135,582$15.28M3.6%-2.8%1.493%
1/21/2025Rodgers & Associates LTD3,526$397K0.0%-7.2%0.039%
1/17/2025 Octavia Wealth Advisors LLC146,110$16.47M2.0%+0.6%1.609%
1/16/2025Financial Freedom LLC5,901$665K0.4%+34.6%0.065%
1/15/2025 Merit Financial Group LLC6,196$698K0.0%-4.4%0.068%
1/14/2025 Sagace Wealth Management LLC7,635$860K0.6%-47.3%0.084%
1/13/2025 Miracle Mile Advisors LLC56,387$6.35M0.1%-1.3%0.621%
1/10/2025 Wealth Enhancement Advisory Services LLC4,328$496K0.0%+94.3%0.048%
1/3/2025Integrated Capital Management LLC28,357$3.20M1.7%N/A0.312%
12/26/2024JPMorgan Chase & Co.35,318$4.05M0.0%+1.1%0.389%
11/21/2024Wealthquest Corp1,760$201K0.0%N/A0.019%
11/15/2024MML Investors Services LLC9,098$1.04M0.0%+3.9%0.100%
11/15/2024Stifel Financial Corp25,749$2.95M0.0%-2.9%0.284%
11/15/2024HighTower Advisors LLC20,837$2.39M0.0%-0.4%0.229%
11/14/2024Kiely Wealth Advisory Group Inc.1,785$215K0.1%+12.5%0.020%
11/14/2024Captrust Financial Advisors3,360$385K0.0%+72.8%0.037%
11/13/2024FMR LLC3,704$425K0.0%+14.6%0.041%
11/13/2024Private Trust Co. NA515$59K0.0%-20.5%0.006%
11/12/2024Meridian Wealth Management LLC5,563$638K0.0%N/A0.061%
11/8/2024Etfidea LLC6,846$785K0.2%-2.5%0.075%
11/7/2024MidAtlantic Capital Management Inc.3,680$422K0.3%N/A0.041%
11/7/2024Mendel Capital Management LLC19,121$2.19M1.3%-4.3%0.211%
11/6/2024Atlanta Consulting Group Advisors LLC1,764$202K0.1%N/A0.019%
11/6/2024BCGM Wealth Management LLC1,753$201K0.1%N/A0.019%
11/6/2024LJI Wealth Management LLC95,597$10.96M2.2%+4.8%1.053%
11/6/2024Oppenheimer & Co. Inc.7,182$823K0.0%+11.2%0.079%
11/5/2024Aptus Capital Advisors LLC3,449$395K0.0%+1,977.7%0.038%
11/5/2024Harbour Investments Inc.30,913$3.54M0.1%+43.4%0.340%
11/4/2024Round Rock Advisors LLC7,250$831K0.2%-7.2%0.080%
11/1/2024Bridges Investment Management Inc.3,860$442K0.0%-18.9%0.043%
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10/31/2024Advisor Resource Council4,640$532K0.2%N/A0.051%
10/30/2024Cary Street Partners Asset Management LLC31,904$3.66M0.5%+39.9%0.351%
10/25/2024Sunburst Financial Group LLC3,283$376K0.1%+6.4%0.036%
10/24/2024Bristlecone Advisors LLC220$25K0.0%N/A0.002%
10/24/2024 Wealth Enhancement Advisory Services LLC2,227$255K0.0%N/A0.025%
10/22/2024Sequoia Financial Advisors LLC1,789$205K0.0%N/A0.020%
10/21/2024Northwest Investment Counselors LLC308$35K0.0%N/A0.003%
10/16/2024Bleakley Financial Group LLC4,220$484K0.0%N/A0.046%
10/11/2024Creative Planning8,061$924K0.0%-4.0%0.089%
10/10/2024 Octavia Wealth Advisors LLC145,275$16.65M2.1%+6.9%1.600%
(Data available from 1/1/2016 forward)

IVOG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IVOG shares?

During the previous two years, 132 institutional investors and hedge funds held shares of Vanguard S&P Mid-Cap 400 Growth ETF. The most heavily invested institutionals were Mariner LLC ($77.11M), Raymond James Financial Inc. ($22.30M), Raymond James Financial Services Advisors Inc. ($20.71M), LPL Financial LLC ($19.68M), Octavia Wealth Advisors LLC ($16.68M), Stordahl Capital Management Inc. ($15.28M), and Wells Fargo & Company MN ($12.59M).Learn more on IVOG's institutional investors.

Which institutional investors have been buying Vanguard S&P Mid-Cap 400 Growth ETF stock?

Of the 121 institutional investors that purchased Vanguard S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($395.79K), International Assets Investment Management LLC ($182.13K), Stordahl Capital Management Inc. ($88.75K), LPL Financial LLC ($70.20K), Atria Wealth Solutions Inc. ($60.23K), Cary Street Partners Financial LLC ($53.43K), and Cetera Investment Advisers ($44.03K).

How much institutional buying is happening at Vanguard S&P Mid-Cap 400 Growth ETF?

Institutional investors have bought a total of 1,620,877 shares in the last 24 months. This purchase volume represents approximately $168.37M in transactions.

Which Vanguard S&P Mid-Cap 400 Growth ETF major shareholders have been selling company stock?

Of the 47 institutional investors that sold Vanguard S&P Mid-Cap 400 Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Stordahl Capital Management Inc. ($18.99K), Raymond James Financial Services Advisors Inc. ($11.52K), Keybank National Association OH ($8.52K), Sagace Wealth Management LLC ($6.85K), Miracle Mile Advisors LLC ($6.79K), HighTower Advisors LLC ($4.70K), and Mariner LLC ($4.09K).

How much institutional selling is happening at Vanguard S&P Mid-Cap 400 Growth ETF?

Institutional investors have sold a total of 99,084 shares in the last 24 months. This volume of shares sold represents approximately $10.34M in transactions.


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This page (NYSEARCA:IVOG) was last updated on 4/19/2025 by MarketBeat.com Staff
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